This course consists of video tutorials and guides to assist new users who are beginning their journey with FYI.
Learn how to navigate FYI, understand the filing structure, file to cabinets and categories and explore your client’s workspace.
Before you begin, please make sure you can login and display the Drawer in FYI, Outlook and Office.
Refer to Getting Started as a New User
To learn more about working with emails and documents
refer to Building Your Foundations video tutorials.